A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion.
This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time.
The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress.
The Role
You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish.
Responsibilities
* Supporting advisers with new business submissions and client servicing
* Preparing documentation for client meetings and reviews
* Managing platforms and provider interactions
* Processing fund switches, withdrawals and policy updates
* Maintaining accurate records on back-office systems
* Liaising with clients, providers and internal teams
What We’re Looking For
* Minimum 2 years’ experience working within an IFA firm
* Strong understanding of financial planning processes and administration
* Ability to work independently and manage workloads effectively
* High attention to detail and organisational skills
* Comfortable working in a fast-paced, team-oriented environment
* Ideally working towards or interested in starting professional exams
What’s on Offer
* Salary up to £38,000 depending on experience
* Clear progression pathway into paraplanning
* Support with professional qualifications and development
* Structured onboarding and training
* Hybrid working following initial training period
This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning.
If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.
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